Martin Worley Group
Q4 2024 13F Holdings
- Locationcottonwood heights, UT
- Num holdings
86
- Value ($000)
$160,035
- Date Filed02/12/2025
- Form type13F-HR
- CIK0002049542
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $19.63M | 12 % | 67,727 | ||
DFAU DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | $8.06M | 5 % | 199,112 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | $7.18M | 5 % | 121,821 | ||
JMUB J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | 46641Q647 | $7.16M | 5 % | 142,829 | ||
VFMV VANGUARD WELLINGTON FD | US MINIMUM | 921935409 | $6.99M | 4 % | 57,993 | ||
DFLV DIMENSIONAL ETF TRUST | US LARGE CAP VAL | 25434V666 | $6.79M | 4 % | 225,972 | ||
CORP PIMCO ETF TR | INV GRD CRP BD | 72201R817 | $5.10M | 3 % | 53,635 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $4.68M | 3 % | 171,429 | ||
SCHY SCHWAB STRATEGIC TR | INTERNL DIVID | 808524672 | $3.91M | 2 % | 168,907 | ||
VWO VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $3.67M | 2 % | 83,316 |
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